See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,491 | $78,672-54.9% | $109,143-67.5% | $85,850-58.7% |
| Participation rate | 84.8% | 68.3%+16.6pp | 75.9%+9.0pp | 69.3%+15.5pp |
| Annual return | 10.26% | 25.09%-14.8pp | 25.75%-15.5pp | 318.53%-308.3pp |
| Employer contribution / active EE | $2,008 | $2,735-26.6% | $3,722-46.0% | $2,565-21.7% |
| Participant deferral / active EE | $1,024 | $3,467-70.5% | $4,653-78.0% | $3,952-74.1% |
| Admin fee / account holder | $3,704 | $5,469-32.3% | $6,752-45.1% | $6,260-40.8% |